Civic Intelligence

Carter Employee Welfare Trust

990 • Fiscal year 2013 • EIN 31-0877292

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 13, 2014

Organization ProfileN/A
601 Tallmadge Road44240-7331

(330) 673-6100

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

97th percentile

1.32x

Higher debt load relative to assets than 97% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

46th percentile

0.03x

Higher debt load relative to revenue than 46% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Net Margin

37th percentile

-0.3%

Higher net margin than 37% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

91st percentile

$302,096

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Asset Growth

97th percentile

72%

Faster asset growth than 97% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets97th percentile

Assets

Up

$376,610

Up $157,223 (+72%) from 2012

Net Assets

Down

-$121,954

Down $63,472 (-109%) from 2012

Liabilities

Up

$498,564

Up $220,695 (+79%) from 2012

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin37th percentile

Revenue

$18,777,429

No earlier filing loaded for comparison.

Expenses

Up

$18,840,901

Up $3,436,537 (+22%) from 2012

Net Income

-$63,472

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0-$200KAssets 2010: $475,573Liabilities 2010: $109,881Net Assets 2010: $365,6922010Assets 2011: $319,916Liabilities 2011: $70,435Net Assets 2011: $249,4812011Assets 2012: $219,387Liabilities 2012: $277,869Net Assets 2012: -$58,4822012Assets 2013: $376,610Liabilities 2013: $498,564Net Assets 2013: -$121,9542013

Highlighted filing

2013

Assets$376,610
Liabilities$498,564
Net Assets-$121,954
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $14,176,4532010Expenses 2011: $14,744,3232011Expenses 2012: $15,404,3642012Revenue 2013: $18,777,429Expenses 2013: $18,840,901Net Income 2013: -$63,4722013

Highlighted filing

2013

Revenue$18,777,429
Expenses$18,840,901
Net Income-$63,472
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 13, 2014
Return Version
2013v3.0
Gross Receipts
$18,777,429
Mission and Program Overview

Mission

To provide medical, dental, life and accidental death and dismemberment benefits to employees and their dependents of the carter companies who participate.

To provide benefits to carter participant employees and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$213,254$360,807▲ $147,553
Accounts Receivable$1,645$11,315▲ $9,670
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-58,482$-121,954▼ $63,472
Total Assets$219,387$376,610▲ $157,223
Other Assets Total$4,488$4,488→ $0
Liabilities
Accounts Payable and Accrued Expenses$194,455$385,418▲ $190,963
Other Liabilities$83,414$113,146▲ $29,732
Total Liabilities$277,869$498,564▲ $220,695
Net Assets / Fund Balance
Total Net Assets Fund Balance$-58,482$-121,954▼ $63,472
Total Liabilities and Net Assets / Fund Balance$219,387$376,610▲ $157,223
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeOtherTotal
Brian HorningAssistant Secretary/controPT$145,302$145,302
Margie HaringTrusteePT$129,985$129,985
Jeff SederTrusteePT$2,096$2,096
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$18,777,429
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-63,472

Audited Revenue Reconciliation

Revenue per Audited Statements
$18,777,429
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$18,777,429
Total Revenue per Form 990
$18,777,429
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,201,108
Salaries, Compensation, and Employee Benefits$133,383
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$16,506,410
Insurance---$1,396,651
Fees for Services Other---$795,687
Current Officers, Directors, Trustees, and Key Employees---$133,383
Fees for Services Accounting---$8,770
Total Functional Expenses$0$0$0$18,840,901

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$18,840,901
Total Expenses per Audited Statements$18,840,901
Total Expenses per Form 990$18,840,901
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Dental Premiums$111,007
Wellness Credit$2,139
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8A

“Carter employee welfare trust at this time does not hold any meetings.”

Form 990, Part VI, Section A, Line 8B

“Carter employee welfare trust at this time does not hold any meetings.”

Form 990, Part VI, Section B, Line 11

“Carter employee welfare trust receives a copy of form 990 to review before the form is filed. Form 990 is reviewed by the three-member board of trustees for approval of completeness and accuracy.”

Form 990, Part VI, Section C, Line 19

“Carter employee welfare trust makes its governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

EIN
31-0877292
Phone
3306736100

Signing Officer

Name
Brian Horning
Title
Officer
Phone
3306736100
Signed
2014-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian Horning
Formed
1975
Legal Domicile
Oh
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Preparer
James M Dannemiller
Phone
3306689696
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The trust established under the plan to hold the plan's assets qualifies as an exempt organization under section 501(c)(9) of the internal revenue code (irc). The trust obtained a determination letter dated october 12, 2005, in which the internal revenue service stated that the trust, as then designed, was in compliance with the applicable requirements of the internal revenue code. The trust has been amended since receiving the determination letter. However, the plan administrator and plan's tax counsel believe that the trust is currently designed and being operated in compliance with the applicable requirements of the internal revenue code. Therefore, no provision for income taxes has been included in the plan's financial statements. As of december 31, 2013, the plan had no uncertain tax positions that qualify for either recognition or disclosure in the financial statements. Tax years that remain subject to examination are the years ended december 31, 2010, 2011 and 2012.”

Raw XML Appendix348 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS QUALIFIES AS AN EXEMPT ORGANIZATION UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC). THE TRUST OBTAINED A DETERMINATION LETTER DATED OCTOBER 12, 2005, IN WHICH THE INTERNAL REVENUE SERVICE STATED THAT THE TRUST, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THE TRUST HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE PLAN ADMINISTRATOR AND PLAN'S TAX COUNSEL BELIEVE THAT THE TRUST IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE PLAN'S FINANCIAL STATEMENTS. AS OF DECEMBER 31, 2013, THE PLAN HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION ARE THE YEARS ENDED DECEMBER 31, 2010, 2011 AND 2012.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CARTER EMPLOYEE WELFARE TRUST AT THIS TIME DOES NOT HOLD ANY MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CARTER EMPLOYEE WELFARE TRUST AT THIS TIME DOES NOT HOLD ANY MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CARTER EMPLOYEE WELFARE TRUST RECEIVES A COPY OF FORM 990 TO REVIEW BEFORE THE FORM IS FILED. FORM 990 IS REVIEWED BY THE THREE-MEMBER BOARD OF TRUSTEES FOR APPROVAL OF COMPLETENESS AND ACCURACY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CARTER EMPLOYEE WELFARE TRUST MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine10THE CARTER-JONES LUMBER COMPANY
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/State0OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCode044240
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt013083500
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FAIR MARKET VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine10THE CARTER-JONES LUMBER COMPANY (EMPLOYER CONTRIBUTION TO VEBA)
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0C
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0219387
IRS990/TotalAssetsEOYAmt0376610
IRS990/TotalAssetsGrp/BOYAmt0219387
IRS990/TotalAssetsGrp/EOYAmt0376610
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt018840901
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0277869
IRS990/TotalLiabilitiesEOYAmt0498564
IRS990/TotalLiabilitiesGrp/BOYAmt0277869
IRS990/TotalLiabilitiesGrp/EOYAmt0498564
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-58482
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-121954
IRS990/TotalOtherCompensationAmt0142717
IRS990/TotalProgramServiceRevenueAmt018777429
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt018777429
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt018777429
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0219387
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0376610
IRS990/TotReportableCompRltdOrgAmt0489816
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10601 TALLMADGE ROAD
IRS990/USAddress/City0KENT
IRS990/USAddress/State0OH
IRS990/USAddress/ZIPCode0442407331
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN HORNING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum03306736100
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10CARTER EMPLOYEE WELFARE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CART
ReturnHeader/Filer/EIN0310877292
ReturnHeader/Filer/PhoneNum03306736100
ReturnHeader/Filer/USAddress/AddressLine10601 TALLMADGE ROAD
ReturnHeader/Filer/USAddress/City0KENT
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode0442407331
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341411795
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SS&G INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10301 SPRINGSIDE DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0AKRON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0443332434
ReturnHeader/PreparerPersonGrp/PhoneNum03306689696
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES M DANNEMILLER
ReturnHeader/ReturnTs02014-11-14T08:15:39-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$376,610
Liabilities
$498,564
Net assets
-$121,954
Revenue
$18,777,429
Expenses
$18,840,901
Net income
-$63,472
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2013Detailed filing. Detailed filing data is available for this year.$0.38$0.50$0.12$18.8$18.8$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.28$0.06$15.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.07$0.25$14.7
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.11$0.37$14.2